Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ariella? Claim Your ProfileAriella Menegon is a registered representative of American Century Investment Services Inc. She is a licensed professional with over a decade of experience in the financial services industry. She is registered to provide investment advisory services in 51 states. She holds the Series 7 and Series 63 securities licenses, and the SIE exam. Her previous employment includes OppenheimerFunds Distributor, Inc., Credit Suisse Securities (USA) LLC, and Kepler Capital Markets, Inc. Ariella Menegon is committed to providing personalized financial guidance and investment strategies to meet each client's unique needs and goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
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2
NY
10/01/2019 - Present
American Century Investment Services Inc. (NEW YORK NY)
NY
03/29/2016 - 05/31/2019
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
NY
12/12/2011 - 12/18/2015
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NY
01/22/2009 - 02/08/2011
KEPLER CAPITAL MARKETS, INC. (NEW YORK NY)
BC
Issued 05/30/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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